Stating the obvious, 2020 was an unusual year on many levels including the stock and bond markets. One would intuitively think a deadly global pandemic would naturally result in poor S&P 500 market performance.
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Q4 2020 Plumb Funds Quarterly Commentary
Does a rising tide raise all boats?
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Does a rising tide raise all boats?
Hear what Tom has to say about the current market and why Bloomberg Radio likes having Tom on the show. Plumb Balanced Fund Top 10 Holdings Plumb Equity Fund Top 10 Holdings Opinions expressed are those of the author or Plumb Funds and are subject to change, are not intended to be a […]
Tom Plumb discusses the latest on the markets on Bloomberg Daybreak Asia
Tom Plumb, Portfolio Manager of the Plumb Balanced Fund, discusses the latest on the markets with Rishaad Salamat and Bryan Curtis on Bloomberg Daybreak Asia. Listen below: Plumb Balanced Fund Top 10 Holdings Plumb Equity Fund Top 10 Holdings
Tom Plumb interviewed by TD Ameritrade
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Tom Plumb interviewed by TD Ameritrade
“Market Recovering from Recent Weakness” on Friday Oct 16th, 2020 Listen Here Opinions expressed are those of the author or Plumb Funds and are subject to change, are not intended to be a forecast of future events, a guarantee of future results, nor investment advice. References to other mutual funds should not be interpreted as […]
Q3 2020 Plumb Funds Quarterly Commentary
Despite the sell off in world equity markets in September, the third quarter was a very good quarter for stocks. The S&P 500 advanced almost 9% while the MSCI EAFA International Index appreciated 6.25%. Even the bond market reflected moderating interest rates and advanced 1.33%. For the year-to-date these US stocks and bond indices have [...]
Plumb Fund Institutional Shares
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Plumb Fund Institutional Shares
We are very pleased to share these exciting developments with you, The Plumb Funds introduces: Plumb Fund Institutional Shares SMA initiative based on successful Plumb Funds Strategy & Sales and Distribution support from Cantor Fitzgerald Your browser does not support the video tag. Cantor Fitzgerald has no affiliation with Quasar Distributors, LLC
Tom Plumb interviewed for “Drive to the Close”
Opinions expressed are those of the author or Plumb Funds and are subject to change, are not intended to be a forecast of future events, a guarantee of future results, nor investment advice. References to other mutual funds should not be interpreted as an offer of these securities. Performance data quoted represents past performance […]
2020-2Q Plumb Funds Quarterly Commentary
The stock market rebounded from its extremely depressed level in the quarter ending June 30th. The Dow Jones Industrial Average increase of 17.8%, S&P 500 provided a total return of 20.5% and NASDAQ, was up 30.6%. All recorded multi-decade quarterly records. The Wall Street Journal reports that this performance was not enough to offset the [...]
2020-1Q Plumb Funds Quarterly Commentary
The March 31st quarter included unprecedented worldwide economic, health and investor turmoil. The Dow Jones Industrial Average suffered its worst start of a year in its 124-year history. This decline completely offset the strong stock market returns of the previous year, putting the S&P 500 back to the levels of December 2018. The pandemic put all the worlds’ national economies, macro and micro alike, on the same downward spiral.
Coronavirus: Effects on the global markets | Video
CORONAVIRUS: Effects on the global markets